Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Assurant AIZ Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Sell
1,166
-69
-6% -$16.8K ﹤0.01% 3407
2026
Q1 		$269K Buy
1,235
+93
+8% +$21.2K ﹤0.01% 3389
2025
Q4 		$275K Sell
1,142
-10
-0.9% -$2.23K ﹤0.01% 3284
2025
Q3 		$250K Sell
1,152
-107
-8% -$21.7K ﹤0.01% 3284
2025
Q2 		$249K Buy
1,259
+71
+6% +$14K ﹤0.01% 3137
2025
Q1 		$249K Buy
1,188
+217
+22% +$45.3K ﹤0.01% 3026
2024
Q4 		$207K Buy
+971
New +$202K ﹤0.01% 3173
2024
Q2 		– Sell
-1,305
Closed -$246K – 3316
2024
Q1 		$246K Sell
1,305
-3,684
-74% -$642K ﹤0.01% 2854
2023
Q4 		$841K Buy
+4,989
New +$793K ﹤0.01% 1766
2023
Q3 		– Sell
-6,580
Closed -$827K – 3137
2023
Q2 		$827K Buy
+6,580
New +$819K ﹤0.01% 1738
2022
Q4 		– Sell
-2,564
Closed -$372K – 3103
2022
Q3 		$372K Sell
2,564
-12
-0.5% -$1.96K ﹤0.01% 2183
2022
Q2 		$445K Buy
2,576
+1,452
+129% +$263K ﹤0.01% 2047
2022
Q1 		$204K Sell
1,124
-2,817
-71% -$461K ﹤0.01% 2851
2021
Q4 		$614K Buy
3,941
+2,433
+161% +$386K ﹤0.01% 1944
2021
Q3 		$238K Sell
1,508
-263
-15% -$42.4K ﹤0.01% 2655
2021
Q2 		$277K Sell
1,771
-15
-0.8% -$2.34K ﹤0.01% 2534
2021
Q1 		$253K Sell
1,786
-2,884
-62% -$389K ﹤0.01% 2416
2020
Q4 		$636K Buy
4,670
+155
+3% +$20.1K ﹤0.01% 1606
2020
Q3 		$548K Buy
4,515
+243
+6% +$27.9K ﹤0.01% 1549
2020
Q2 		$441K Buy
4,272
+348
+9% +$36K ﹤0.01% 1630
2020
Q1 		$408K Buy
+3,924
New +$484K ﹤0.01% 1497
2018
Q1 		– Sell
-6,671
Closed -$673K – 2143
2017
Q4 		$673K Sell
6,671
-17
-0.3% -$1.68K 0.01% 1134
2017
Q3 		$639K Buy
6,688
+205
+3% +$20.5K 0.01% 1099
2017
Q2 		$672K Buy
6,483
+137
+2% +$13.6K 0.01% 1026
2017
Q1 		$607K Buy
6,346
+205
+3% +$19.8K 0.01% 973
2016
Q4 		$570K Buy
6,141
+1,205
+24% +$105K 0.01% 951
2016
Q3 		$455K Buy
+4,936
New +$432K 0.01% 1088

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cambridge Investment Research Advisors's AIZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Assurant (AIZ) stake by 5.6% in Q2 2026, selling an estimated $16.8K and leaving 1,166 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Cambridge Investment Research Advisors first reported a position in AIZ in Q3 2016 and has held it in 27 quarters since. The position peaked at $841K in Q4 2023. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,166 shares of Assurant worth $313K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 69 Assurant shares in Q2 2026, an estimated $16.8K.
  • Assurant made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3407 holding.
  • Cambridge Investment Research Advisors first reported a position in Assurant in Q3 2016 and has held it in 27 quarters since.
  • Cambridge Investment Research Advisors's Assurant position peaked at $841K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.